Financial planning; Financial planning for retirement; Financial risk management; Insurance brokerage services; Investment management

Accepting and administering monetary charitable contributions for other charitable and non-profit institutions; Charitable fundraising; Charitable fundraising to support other charitable and non-profit institutions; Charitable foundation services, namely, providing fundraising activities, funding, scholarships and/or financial assistance for other charitable and non-profit institutions; Charitable foundation services, namely, providing fundraising activities, supplemental funding, capital imp...